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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

FFWM holding history

First Foundation Inc. in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FFWM overviewAll 13F holders of FFWMFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2022
Holdings of FFWM by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−1,827−100.0%Sold outHolders
Q4 20221,827$26.2K<0.1%−423−18.8%ReducedHolders
Q3 20222,250$40.8K<0.1%+1,000+80.0%AddedHolders
Q2 20221,250$25.6K<0.1%+683+120.5%AddedHolders
Q1 2022567$13.8K<0.1%+567NewHolders